FBFQX Mutual Fund

FBFQX Mutual Fund

NAV$13.68
See how much of FBFQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.79%
3 Months
+0.96%
6 Months
+3.00%
YTD
+6.37%
1 Year
+13.63%
3 Years (annualized)
+8.18%
5 Years (annualized)
+5.02%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBFQX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Corporate & High Yield Index
This Mutual Fund (YTD)
+6.37%
Peer Avg (YTD)
+5.54%
vs Peers
+0.83%

FBFQX Mutual Fund Performance

FBFQX performance across multiple time periods: 1-month 0.79%, YTD 6.37%, 1-year 13.63%, 3-year 8.18%, 5-year 5.02%, 10-year 6.22%.

FBFQX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

FBFQX vs another fund shows side-by-side returns. FBFQX alternatives are available in the Mutual Fund Screener.